+136.0%
GOOG vs PODD
-55.4%
+191.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.6% | +1.9% |
| 7D | 0.0% | -10.5% | +10.6% | +2.3% |
| 30D | -2.0% | -9.0% | +7.1% | -0.2% |
| 3M | -5.9% | -11.5% | +5.7% | -4.2% |
| 6M | +8.9% | -44.7% | +53.6% | +21.6% |
| YTD | +7.1% | -53.6% | +60.7% | +23.9% |
| 1Y | +39.7% | -61.0% | +100.6% | +67.3% |
| 3Y | +145.8% | -24.7% | +170.6% | +144.8% |
| All | +136.0% | -55.4% | +191.5% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling